Our Core Values

At Core Financial Strategies, you matter. Our investment plans aren’t structured around making a sale or building the largest client base possible. They are structured around your needs, objectives, and goals. Our core values of integrity, education, and service guide everything that we do for our clients and allow us to offer a higher level of care.

Integrity

Everything we do revolves around integrity. As licensed fiduciaries, we always act in our clients best financial interest and serve our clients with honesty and transparency.

Education

One of the joys of being a financial guide is the opportunity to teach others and share financial information in an easy-to-understand and meaningful way. We strive to help our clients make informed and educated financial decisions that help them achieve their long-term objectives. To us, an entirely educated client is a client that we’ll partner with for life.

Service

Our client relationships start with our desire for lifelong relationships. We are not looking for numbers or faceless accounts. Rather, we strive to offer financial solutions that produce outcomes that our clients value and trust. We hope our clients become comfortable and friendly with us as we work together.

Our clients understand the value of professional guidance, are willing to work together with us as a team, and listen when we offer recommendations. As robo-advisors and online planning software continue to flourish, so does the importance of working with a financial advisor who intimately understands your unique situation and needs and emphasizes risk-adjusted plans. Contact us todayto get started.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2017 FMG Suite.

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Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Gary Hicklin and Sharon Hicklin as independent agents, d.b.a. Core Financial Strategies. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, and Jefferson National Life Insurance Company.